Nonprofit · EIN 56-2486307
NEEDHAM B BROUGHTON CAPITAL FOUNDATION
Tax-exempt · RALEIGH, NC 27605
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $159,573 | $92,681 | $66,892 | $1,195,693 | $0 | $1,195,693 |
| June 30, 2024 | 990 | $265,546 | $58,736 | $206,810 | $1,128,801 | $0 | $1,128,801 |
| June 30, 2023 | 990 | $120,603 | $88,491 | $32,112 | $921,991 | $0 | $921,991 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $64,390
- Program service revenue
- $0
- Investment income
- $95,183
- Net gain from sales of assets
- $56,377
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $73,657
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $73,657
- Management and general (functional)
- $19,024
Balance sheet and other
- Total assets, start of year
- $1,128,801
- Total assets, end of year
- $1,195,693
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,195,693
- Publicly traded securities
- $1,112,255
- Gross receipts
- $358,376
- Employees
- 0
- Volunteers
- 20
- Year formed
- 2004
- State of legal domicile
- NC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BONNIE HOPKINS | PRESIDENT Trustee or director, Officer | 1 | $0 |
| MEG EMRICH | SECRETARY Trustee or director, Officer | 1 | $0 |
| ELIZABETH MERRITT | TREASURER Trustee or director, Officer | 1 | $0 |
| JANIECE DILTS | PRINCIPAL, E Trustee or director | 1 | $0 |
| CHRISTINA ALLEN | PAST PTA PRE Trustee or director | 1 | $0 |
| BESS CREECH | PAST PTA PRE Trustee or director | 1 | $0 |
| SHANNON CASSELL | DIRECTOR Trustee or director | 1 | $0 |
| WILL ECKSTEIN | DIRECTOR Trustee or director | 1 | $0 |
| GRANT FISCHER | DIRECTOR Trustee or director | 1 | $0 |
| EMILY FUNDERBURK | DIRECTOR Trustee or director | 1 | $0 |
| BONNER GAYLORD | DIRECTOR Trustee or director | 1 | $0 |
| KEVIN MCLAUGHLIN | DIRECTOR Trustee or director | 1 | $0 |
| HELEN MORISEY | DIRECTOR Trustee or director | 1 | $0 |
| DIANE H PAYNE | DIRECTOR Trustee or director | 1 | $0 |
| HELEN ROBERTS | DIRECTOR Trustee or director | 1 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARSHALL WALL | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID SHERLIN | PRESIDENT Trustee or director, Officer | 1 | $0 |
| KACEY RAGSDALE | SECRETARY Trustee or director, Officer | 1 | $0 |
| GORDON BROWN | TREASURER Trustee or director, Officer | 1 | $0 |
| CURTIS C BREWER IV | DIRECTOR Trustee or director | 1 | $0 |
| ELIZABETH MERRITT | DIRECTOR Trustee or director | 1 | $0 |
| WILL BOWEN | DIRECTOR Trustee or director | 1 | $0 |
| BONNIE HOPKINS | DIRECTOR Trustee or director | 1 | $0 |
| DIANE H PAYNE | DIRECTOR Trustee or director | 1 | $0 |
| HELEN ROBERTS | DIRECTOR Trustee or director | 1 | $0 |
| JANIECE DILTS | PRINCIPAL, E Trustee or director | 1 | $0 |
| AMY MERRIMAN | PAST PRESIDE Trustee or director | 1 | $0 |
| RANDOLPH L WORTH | DIRECTOR Trustee or director | 1 | $0 |
| MEG EMRICH | DIRECTOR Trustee or director | 1 | $0 |
| BONNER GAYLORD | DIRECTOR Trustee or director | 1 | $0 |
| MARSHALL WALL | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CURTIS C BREWER IV | PRESIDENT Trustee or director, Officer | 1 | $0 |
| KACEY RAGSDALE | SECRETARY Trustee or director, Officer | 1 | $0 |
| GORDON BROWN | TREASURER Trustee or director, Officer | 1 | $0 |
| ELIZABETH MERRITT | DIRECTOR Trustee or director | 1 | $0 |
| WILL BOWEN | DIRECTOR Trustee or director | 1 | $0 |
| BONNIE HOPKINS | DIRECTOR Trustee or director | 1 | $0 |
| DIANE H PAYNE | DIRECTOR Trustee or director | 1 | $0 |
| HELEN ROBERTS | DIRECTOR Trustee or director | 1 | $0 |
| DAVID SHERLIN | DIRECTOR Trustee or director | 1 | $0 |
| JANIECE DILTS | PRINCIPAL, E Trustee or director | 1 | $0 |
| AMY MERRIMAN | PAST PRESIDE Trustee or director | 1 | $0 |
| RANDOLPH L WORTH | DIRECTOR Trustee or director | 1 | $0 |
| MEG EMRICH | DIRECTOR Trustee or director | 1 | $0 |
| BONNER GAYLORD | DIRECTOR Trustee or director | 1 | $0 |
| MARSHALL WALL | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 723 SAINT MARYS ST, RALEIGH, NC 27605-1424
- In care of
- % RONALD A BATCHELOR
- Principal officer (990 for 2024)
- BONNIE HOPKINS, 723 ST MARYS STREET, RALEIGH, NC 276051424
- Signed the 990
- ELIZABETH MERRITT, TREASURER
- Phone
- (919) 599-4292
- Website
- NBHSCAPITALFOUNDATION.COM
- Return prepared by
- A T ALLEN & COMPANY LLP CPAS
Mission
TO PROVIDE FUNDING FOR PROPOSALS AND PROGRAMS WHICH WILL ENRICH AND ENHANCE THE LIVES OF THE FACULTY AND STUDENTS AT BROUGHTON HIGH SCHOOL NOW AND IN THE FUTURE.
Program accomplishments
- THE FOUNDATION HELPED SUPPORT A COLLEGE COUNSELOR DURING THE 2023-2024 ACADEMIC SCHOOL YEAR.Expenses $24,000
- THE FOUNDATION PROVIDED ASSISTANCE TO THE BROUGHTON HIGH SCHOOL BAND AND THE DANCE BOOSTERS .Expenses $8,500
- THE FOUNDATION FUNDED MULTIPLE LEARNING RESOURCES AND SOFTWARE ITEMS FOR USE BY BROUGHTON HIGH SCHOOL DURING THE CURRENT ACADEMIC SCHOOL YEAR INCLUDING JSTOR, WEBASIGN, ETC.Expenses $15,641
- THE REMAINDER OF PROGRAM SERVICE EXPENSES INCLUDE VARIOUS PROGRAMS AND RESOURCES TO ENRICH AND ENHANCE THE LIVES OF THE FACULTY AND STUDENTS AT BROUGHTON HIGH SCHOOL, INCLUDING LEADERSHIP RETREATS, TEACHING EXCELLENCE AWARDS, TEACHER OF THE YEAR AWARDS,Expenses $25,516
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 56-2486307
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2005
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B11)
- Assets (IRS master file)
- $1,195,693
- Income (IRS master file)
- $358,376
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $159,573 | $92,681 | $1,195,693 | IRS |
| 990 | June 2024 | $265,546 | $58,736 | $1,128,801 | IRS |
| 990 | June 2023 | $120,603 | $88,491 | $921,991 | XML |
| 990 | June 2022 | $119,767 | $83,051 | $889,879 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 56-2486307).
Questions about NEEDHAM B BROUGHTON CAPITAL FOUNDATION
- What is the EIN of NEEDHAM B BROUGHTON CAPITAL FOUNDATION?
- The employer identification number (EIN) of NEEDHAM B BROUGHTON CAPITAL FOUNDATION is 56-2486307.
- Is NEEDHAM B BROUGHTON CAPITAL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to NEEDHAM B BROUGHTON CAPITAL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does NEEDHAM B BROUGHTON CAPITAL FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of NEEDHAM B BROUGHTON CAPITAL FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NEEDHAM B BROUGHTON CAPITAL FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of NEEDHAM B BROUGHTON CAPITAL FOUNDATION?
- The 990 for the year ended June 30, 2025 names BONNIE HOPKINS.
- Who are the officers and directors of NEEDHAM B BROUGHTON CAPITAL FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 16 people; 0 received compensation from the organization.
- How much revenue does NEEDHAM B BROUGHTON CAPITAL FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $159,573, expenses of $92,681 and total assets of $1,195,693 at year end.
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